$5.3M Total AUM
$5.3M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-27-2020
- Office Locations
- 1
Office Locations
-- Mount Pleasant SC
About Black DOG Financial Planning LLC
Black Dog Financial Planning LLC is a Mount Pleasant, SC-based boutique advisory firm serving retail clients with comprehensive financial planning, including tax and estate planning, insurance analysis, and portfolio construction. The investment approach emphasizes active asset allocation and risk management, with portfolios largely implemented via ETFs. Operates on platforms including Altruist and integrates with Zoe Financial.
Team overview
35 AVG AGE
$5.3M AVG AUM / ADVISOR
$219.6K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
MICHAEL JOHN HAKIMI
Founder, Owner
- CRD
- #6278743
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,269,560 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,269,560 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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